Mark Sheptoff Financial Planning’s Sanchez Energy Corporation SN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SN Stock Details SN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-700	Closed	–	–	375
2018 Q4	$0	Buy	700 +200	+40%	+$256	﹤0.01%	379
2018 Q3	$1K	Hold	500	–	–	﹤0.01%	355
2018 Q2	$2K	Hold	500	–	–	﹤0.01%	350
2018 Q1	$2K	Hold	500	–	–	﹤0.01%	363
2017 Q4	$3K	Hold	500	–	–	﹤0.01%	345
2017 Q3	$2K	Hold	500	–	–	﹤0.01%	355
2017 Q2	$4K	Sell	500 -1	-0.2%	-$7	﹤0.01%	321
2017 Q1	$5K	Buy	501 +1	+0.2%	+$11	﹤0.01%	312
2016 Q4	$5K	Hold	500	–	–	﹤0.01%	300
2016 Q3	$4K	Hold	500	–	–	﹤0.01%	312
2016 Q2	$4K	Hold	500	–	–	﹤0.01%	300
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	309
2015 Q4	$2K	Hold	500	–	–	﹤0.01%	337
2015 Q3	$3K	Sell	500 -3,300	-87%	-$22.2K	﹤0.01%	328
2015 Q2	$37K	Sell	3,800 -1,300	-25%	-$15.7K	0.03%	187
2015 Q1	$66K	Buy	+5,100	New	+$62.3K	0.06%	151
2014 Q4	–	Sell	-16,080	Closed	-$422K	–	349
2014 Q3	$422K	Buy	16,080 +2,100	+15%	+$66.7K	0.37%	70
2014 Q2	$526K	Buy	+13,980	New	+$441K	0.45%	60

Other funds holding SN

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

SCM

Stonebridge Capital Management Los Angeles, California $208M AUM

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Mark Sheptoff Financial Planning's SN Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of Sanchez Energy Corporation (SN) in Q1 2019, closing a stake of 700 shares.

Mark Sheptoff Financial Planning first reported a position in SN in Q2 2014 and held it in 18 quarters. The position peaked at $526K in Q2 2014. 9 funds tracked by Wall St. Rank hold SN as of Q1 2019.

Mark Sheptoff Financial Planning reported no remaining Sanchez Energy Corporation position as of Q1 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 700 Sanchez Energy Corporation shares in Q1 2019.
Mark Sheptoff Financial Planning first reported a position in Sanchez Energy Corporation in Q2 2014 and held it in 18 quarters.
Mark Sheptoff Financial Planning's Sanchez Energy Corporation position peaked at $526K in Q2 2014.
9 funds tracked by Wall St. Rank held Sanchez Energy Corporation as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.